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Executive Wealth Planner I for Executives
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-02
Listing for:
PVH (Tommy Hilfiger/Calvin Klein)
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Fidelity, within Workplace Investing, seeks an Executive Planning Consultant I to provide financial planning and guidance to executive clients, focusing on college funding, savings strategies, and early retirement planning.
You will build and deepen relationships with executives, serve as a primary planning resource, and collaborate with MDs and Benefits teams to deliver a seamless client experience onsite. Travel up to 25% may be required.
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